Manager Personal Financial Services (Future opportunites)- Laval & Ville Saint-Laurent

TD Bank; Laval; On-site; CAD 51,000 - 73,000; Full time

Job summary

Join a leading global financial institution as a Manager in Personal Financial Services, where you will play a crucial role in enhancing customer experiences and driving business growth. This position offers the opportunity to act as a subject matter expert, providing tailored financial advice and support to customers while collaborating with a dynamic team. You'll be at the forefront of customer engagement, helping individuals achieve their financial goals through exceptional service and sound recommendations. With a focus on professional development and a commitment to diversity, this role is perfect for those looking to make a significant impact in the banking sector.

Benefits

Health and Well-being Benefits

Savings and Retirement Programs

Paid Time Off

Banking Benefits and Discounts

Career Development Programs

Reward and Recognition Programs

Qualifications

• High School diploma required, with preference for a Post-Secondary degree.
• 1+ years of relevant experience in banking or customer service.

Responsibilities

• Act as a subject matter expert for customers and colleagues.
• Engage in customer outreach and provide financial reviews.
• Contribute to business objectives and support team effectiveness.

Skills

Customer Service

Financial Advisory

Sales Skills

Risk Management

Team Collaboration

Education

High School Diploma

Post-Secondary Degree

IFIC or CSC Certification

Job description

Manager Personal Financial Services (Future Opportunities) - Laval & Ville Saint-Laurent

Work Location: Laval, Quebec, Canada

Hours: 37.5

Line of Business: Personal & Commercial Banking

Pay Details: $51,400 - $72,600 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

Job Description:

CUSTOMER:
• Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/procedures.
• Provide sound advice with every customer interaction, contributing to an exceptional customer experience.
• Use ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questions.
• Improve customer financial confidence through ongoing dialogue and by answering questions.
• Engage in customer outreach (via phone, email, and other means) to discuss portfolio updates and/or additional opportunities which best service the customer's needs.
• Provide total financial reviews and provide appropriate recommendations based on the customer's personal circumstances.
• Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where necessary.
• Possess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations.
• Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office space in which the advisor occupies.
• Support the frontline with transactions, as necessary.
• May act as a point of escalation and support for the frontline and advice staff, ensuring customer problems are handled appropriately, when required.

SHAREHOLDER:
• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth.
• Promote and offer full suite of products, sales, services and banking capabilities.
• Contribute to business objectives for Operational Excellence.
• Support the timely and accurate completion of business processes and procedures.
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary.
• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations.
• Identify, suggest and actively participate in process improvement opportunities.
• Ensure necessary due diligence to support the accuracy of all transactions / activities.
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite.
• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct.

EMPLOYEE TEAM:
• Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment.
• Support the team by continuously developing knowledge in own area.
• Participate in personal performance management and development activities, including cross training within own team.
• Keep others informed and up-to-date about all relevant or useful information related to day-to-day activities.
• Contribute to a fair, positive and equitable environment that supports a diverse workforce.
• Act as a brand champion for your business area/function and the bank, both internally and/or externally.

EXPERIENCE & EDUCATION:
• High School diploma and/or
• 1+ years relevant experience
• IFIC or CSC
• CFSA to be completed upon hire
• Post-Secondary or Undergraduate degree (in related field) preferred.

Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support.

Our Total Rewards Package:
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Accommodation:
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language Requirement (Quebec only):
*Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu’il servira à pourvoir de nombreux postes aux exigences comparables à l’avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu’un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d’une autre langue que le français est exigée.